LAS
ZWS icon

Lloyd Advisory Services’s Zurn Elkay Water Solutions ZWS Stock Holding History

Lloyd Advisory Services’s Portfolio ZWS Stock Details ZWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-17
Closed -$1K – 586
2022
Q1 		$1K Buy
+17
New +$565 ﹤0.01% 590

Other funds holding ZWS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Lloyd Advisory Services's ZWS Position: Q2 2022 in Review

Lloyd Advisory Services sold out of Zurn Elkay Water Solutions (ZWS) in Q2 2022, closing a stake of 17 shares — an estimated $1K sold.

Lloyd Advisory Services first reported a position in ZWS in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 250 funds tracked by Wall St. Rank hold ZWS as of Q2 2022.

  • Lloyd Advisory Services reported no remaining Zurn Elkay Water Solutions position as of Q2 2022 after selling out during the quarter.
  • Lloyd Advisory Services sold 17 Zurn Elkay Water Solutions shares in Q2 2022, an estimated $1K.
  • Lloyd Advisory Services first reported a position in Zurn Elkay Water Solutions in Q1 2022 and held it in 1 quarter.
  • Lloyd Advisory Services's Zurn Elkay Water Solutions position peaked at $1K in Q1 2022.
  • 250 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.